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Cheng Zhao

Ameriprise Financial Services, LLC

Alexandria, VA

Leesburg, VA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-07
VA RA APPROVED 2025-03-10
  • TX RA
    APPROVED
    Since 2025-11-07
  • VA RA
    APPROVED
    Since 2025-03-10

Branch Locations

Alexandria, VA • United States

307 E Market St Ste 100, Leesburg, VA 20176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One N.A. New York NY 07/2009 01/2025
Ameriprise Financial Services, Llc Leesburg VA 02/2025 Present
Other Businesses

Real Estate Ownership; Single Family; 1425 Hopkins St. NW, , Washington, DC, 20036; Not Investment-Related; 01/01/2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
S63 Uniform Securities Agent State Law Examination 2020-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10
  • S63 Uniform Securities Agent State Law Examination
    2020-11-21
Other Names
  • Cheng Zhao

View on SEC IAPD

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